Connect Site to User

Explanation

This activity is used to connect a user to different sites, and to define a user's default site. Only sites that are attached to the user's company can be selected. This mandatory task is to be performed by a system administrator or an equivalent person.

When handling multi-site ordering, consider using a specific coordinator and order type. This will help keep track of these types of orders separately. Although it is not mandatory, this approach is recommended.

Prerequisites

This activity has the following prerequisites:

• The user must be a person in IFS/Enterprise.
• The site must be created.

System Effects

As a result of this activity:

• The user will be connected to the specified site.
• The selected default site appears in customer and purchase order transactions.
• The user only sees records belonging to his/her sites.

Window

Sites per User

Related Window Descriptions

Sites per User
Connect To All Sites in Company
Connect To All Permitted Sites In Site Cluster

Procedure

1. Open the Sites per User window.
2. In the User ID field, search for the user whose sites you wish to connect or enter a new user ID.
3. If you created a new user, select the default coordinator and buyer from the List of Values.
4. Create a new row.
5. In the Site field, select the site to connect to this user from the List of Values. Repeat for each site to connect to the user.
6. Optionally you may add all sites for a company to one user by right-clicking and selecting Connect all Sites in Company in the header of the User tab. On the dialog box that appears, click List to select a company from the List of Values and then click OK.
7. You can also optionally add all permitted sites in a site cluster, to a selected user. This can be done by right-clicking on the header, and selecting Connect all Sites in Site Cluster. On the dialog box that appears, click List to select a site cluster from the List of Values and then click OK.
8. To define the default site, select the relevant line, right-click and select Set as Default Site. The Default Site check box will then be shown as selected.
9. Save the changes.